inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.
Automates email workflows for mortgage and lending professionals in real estate.
7-day free trial · No credit card
subject contains: loan application, rate quote, approval, closing, refinance OR from: clients@realestatelending.com, @bank.com
Search knowledge base for client profiles and loan documents. If subject contains 'loan application', forward to processing@realestatelending.com and label as 'application'. For 'rate quote' inquiries, reply with current rates and forward to agents@realestatelending.com. If 'approval' is mentioned, forward to underwriting@realestatelending.com with urgent priority. For 'closing' emails, forward to legal@realestatelending.com and mark as urgent. For 'refinance' requests, reply with checklist and forward to refinance@realestatelending.com. Add appropriate labels for tracking and compliance.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.
Every agent can read, search, and act on your Gmail. Here's what's possible:
Connect your Gmail, review a sample, then flip on autopilot.
Works with Gmail · 7-day free trial · No credit card